$IONQ the reason I'm so obsessed with this company and yes I said it is:
1) The applications of Quantum Compute in our everyday lives will have such a significant impact on the world that people don't even realize. When we can complement traditional computers in healthcare, defense, transportation, and energy, there will be tons of problems we can now solve. $ is made when you can solve issues.
2) I wanted a company that I know will grow in the next decade and I truly believe is still early.
$IONQ is now just about to begin its commercialization phase, it just bought Skywater not even 2 months ago and the fact of the matter is with Superion being announced and procured by
$NVDA, Governments, and others we don't know yet. There will be more and more customers as time goes on.
3) This I believe is a unique opportunity that doesn't come around much similar to
$NVDA a decade ago when you have a company in an emerging industry (Quantum), the manufacturing capabilities (Skywater), Engineering with Oxford Ionics and most importantly a talent pool and leadership under NDM that is leading the path, I truly this can be a generational buying opportunity and long term I wont sell until it hits a certain PT I will disclose in the future.
This is my multi-year conviction bet. They are doing things many are not right now. I will keep adding.